+383.3%
TPR vs ENPH
+2,435.8%
-2,052.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.6% | +0.3% |
| 7D | +12.1% | -9.1% | +21.2% | +13.3% |
| 30D | +16.7% | -15.8% | +32.4% | +18.7% |
| 3M | -17.4% | -32.5% | +15.1% | -13.7% |
| 6M | +2.3% | -24.2% | +26.4% | +3.2% |
| YTD | +7.1% | -13.8% | +20.9% | +4.2% |
| 1Y | +29.5% | -15.8% | +45.3% | +26.3% |
| 3Y | +415.0% | -64.6% | +479.6% | +435.4% |
| 5Y | +261.5% | -88.1% | +349.5% | +315.3% |
| 10Y | +383.3% | +2,367.9% | -1,984.5% | +276.4% |
| All | +383.3% | +2,435.8% | -2,052.5% | +276.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling